FWP
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Family Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Family Wealth Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Sell
47,274
-210
-0.4% -$48.8K 3.53% 10
2026
Q1 		$10.3M Sell
47,484
-916
-2% -$205K 3.52% 10
2025
Q4 		$10.3M Sell
48,400
-1,045
-2% -$219K 3.69% 5
2025
Q3 		$10.3M Buy
49,445
+1,866
+4% +$382K 3.87% 5
2025
Q2 		$9.28M Sell
47,579
-1,512
-3% -$280K 3.71% 9
2025
Q1 		$9.15M Sell
49,091
-950
-2% -$188K 4.17% 4
2024
Q4 		$9.92M Buy
50,041
+2,478
+5% +$509K 4.71% 4
2024
Q3 		$9.55M Sell
47,563
-1,120
-2% -$215K 4.89% 4
2024
Q2 		$8.89M Buy
48,683
+4,065
+9% +$751K 4.61% 4
2024
Q1 		$8.56M Sell
44,618
-3,528
-7% -$637K 4.85% 4
2023
Q4 		$8.66M Buy
+48,146
New +$7.86M 6.69% 3

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Family Wealth Partners's VBR Position: Q2 2026 in Review

Family Wealth Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.44% in Q2 2026, selling an estimated $48.8K and leaving 47,274 shares worth $11.5M. The position accounts for 3.53% of the portfolio, ranked #10.

Family Wealth Partners first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Family Wealth Partners held 47,274 shares of Vanguard Morningstar Small-Cap Value ETF worth $11.5M as of Q2 2026.
  • Family Wealth Partners sold 210 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $48.8K.
  • Vanguard Morningstar Small-Cap Value ETF made up 3.53% of Family Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Family Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.